The company aims to provide comprehensive services in the field of holistic financial planning, philanthropy and foundation consulting, as well as providing training and knowledge transfer services. The company may establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, and conduct all business that promotes the purpose of the company, directly or indirectly related to its purpose. The company may acquire, encumber, sell and manage real estate in Switzerland and abroad. It may grant loans and conduct leasing transactions. It may also conduct financing, securities and foreign exchange transactions for its own account or for third-party account, as well as provide guarantees and sureties for subsidiaries and third parties.